SIM
Sonora Investment Management Portfolio holdings
AUM
$798M
1-Year Est. Return
17.61%
This Fund
S&P 500
1 Year Est. Return
+17.61%
AUM
$530M
AUM Growth
+$14.8M
(+2.9%)
Holding
1,074
Top Buys
| 1 | +$2.68M | |
| 2 | +$667K | |
| 3 | +$602K | |
| 4 |
Global Net Lease
GNL
|
+$581K |
| 5 |
Charles Schwab 5.95% Series D Preferred Stock
SCHW.PRD
|
+$484K |
Top Sells
| 1 | +$604K | |
| 2 | +$458K | |
| 3 | +$315K | |
| 4 |
ERF
Enerplus Corporation
ERF
|
+$195K |
| 5 |
ETP
Energy Transfer Partners, L.P.
ETP
|
+$111K |
Sector Composition
| 1 | Technology | 9.84% |
| 2 | Industrials | 5.76% |
| 3 | Financials | 5.12% |
| 4 | Healthcare | 5.01% |
| 5 | Energy | 3.55% |